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Daeda AI - Workflow Actions

Daeda AI ships native HubSpot workflow actions that bring AI directly into your automations.

What the actions are for

Section titled “What the actions are for”

The Ask AI action lets you call any AI model from inside a HubSpot workflow with a prompt you write. It returns results in the output format you choose, and the workflow continues with that value - so you can update properties, branch on AI output, or chain it into other actions.

Because the action is built natively into HubSpot, it can read your portal’s properties and match its output format to what your workflow expects. It uses the OpenRouter API key you configure in Daeda AI > Other AI Features, so model selection and cost stay under your control.

See the Ask AI page in this folder for the full setup, prompt patterns, and supported output formats.

When to use Ask AI

Section titled “When to use Ask AI”

Use the action when the decision needs natural-language context rather than a fixed property rule:

  • Classify a support request from the latest ticket text.
  • Summarise a form submission before it reaches sales.
  • Extract structured values from a messy note or email body.
  • Route records based on intent, urgency, sentiment, or fit.

If the workflow only needs a deterministic property check, use a normal HubSpot branch. Ask AI is for judgment, extraction, and transformation steps where a static rule becomes brittle.

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